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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $477 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,396 | $47,977-63.7% | $154,108-88.7% | $56,289-69.1% |
| Participation rate | 98.6% | 66.2%+32.4pp | 83.0%+15.6pp | 69.9%+28.7pp |
| Annual return | 81.44% | 3.54%+77.9pp | 735.21%-653.8pp | -9.96%+91.4pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,843 | $2,392-22.9% | $5,081-63.7% | $3,350-45.0% |
| Admin fee / account holder | $3 | $438-99.4% | $13,411-100.0% | $521-99.5% |